This document provides our best estimate of when you will receive tax information related to your Washington Trust Wealth Management accounts. View Delivery Schedule >>>
ROTH IRA AMENDMENT
ROTH BENEFICIARY IRA AMENDMENT
Download the 2020 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
Download the 2019 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
BENEFICIARY IRA AMENDMENT
The DDMSM Program with the IDEA AllocationSM Feature
If you have any questions about these tax documents, contact Kimberly I. McCarthy, Esq., Senior Vice President and Chief Wealth Client Services Officer at (401) 654-4815 or by email at [email protected].
By accessing the noted link you will be leaving Washington Trust's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust.
Please note: This is not a secured e-mail transmission. Please do not send personal or financial information via email.
Receive News & Insights on a regular basis to learn our perspectives on the markets and how we can help you.